- Manager
- Equitree Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Equitree Emerging Opportunities
−2.43%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Equitree Capital Advisors’ Equitree Emerging Opportunities returned −2.43% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹1,617 crore across its clients.
Key numbers
- AUM
- ₹1,617 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.73×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | +1.19% | −5.57% | +6.76% |
| 3 months | −1.45% | −3.59% | +2.14% |
| 6 months | +32.11% | +8.07% | +24.04% |
| 1 year | −2.43% | −2.33% | −0.10% |
| 2 years | −0.91% | −3.93% | +3.02% |
| 3 years | +18.93% | +9.20% | +9.73% |
| 4 years | +25.49% | +11.22% | +14.27% |
| 5 years | +21.65% | +8.91% | +12.74% |
| Since inception | +7.50% | +12.26% | −4.76% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity89.46%₹1,447 Cr
- Cash and other10.54%₹170 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹50.75 Cr
- Outflow, Sep 2026
- ₹17.32 Cr
- Net, Sep 2026
- ₹33.43 Cr
- Net, FY to date
- ₹402 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.73×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Equitree Emerging Opportunities returned?
−2.43% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.19%; 3 months: −1.45%; 6 months: 32.11%; 1 year: −2.43%; 2 years: −0.91%; 3 years: 18.93%; 4 years: 25.49%; 5 years: 21.65%; Since inception: 7.50%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 0.10 percentage points behind.
How much does Equitree Emerging Opportunities manage?
₹1,617 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Equitree Emerging Opportunities?
Equitree Capital Advisors, a SEBI-registered portfolio manager (INP000005777), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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